Wealth Sales Journey Manager

Hang Seng Bank Ltd; Hong Kong Island; On-site; HKD 1,000,000 - 1,400,000; Full time

Job summary

Hang Seng Bank Limited is seeking a Wealth Sales Journey Manager to lead end-to-end wealth sales initiatives. You will collaborate with multiple stakeholders to improve process quality, governance, and efficiency while aligning with risk and compliance requirements.

The role requires a university degree and at least six years in banking, with strong project leadership, agile delivery, and excellent English and Chinese communication. Mandarin is a plus.

Qualifications

• University degree in Business Administration/Finance/Marketing or related disciplines.
• Minimum 6 years relevant experience, preferably in the banking industry.
• Knowledge of investment sales journey and financial planning.
• Passion for change with proven track record of managing complex delivery projects through scrums.
• HKSI licensing examinations preferred.
• Strong self-motivation, detail-minded and ability to work independently.
• Good communication and interpersonal skills.
• Good command of English and Chinese; Mandarin helpful.

Responsibilities

• Assist in project planning, developing, and implementing strategic initiatives across the end-to-end wealth sales journey, strengthening process, controls, and governance.
• Help define and manage end-to-end sales process requirements for sales suitability and workflows.
• Collaborate with stakeholders to evaluate wealth solutions across channels and uplift customer journey.
• Maintain and optimize the investment product sales process, translate needs into requirements.
• Support implementation of sales controls and coordinate audits; ensure governance compliance.

Skills

Wealth sales journey

Project management

Scrum

Stakeholder collaboration

English & Chinese

JIRA

Confluence

MS Word

MS Excel

PowerPoint

Education

University degree in Business Administration/Finance/Marketing

Tools

JIRA

Confluence

MS Word

MS Excel

PowerPoint

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Investments and Wealth Solutions - Wealth Commercialization and Proposition Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Retail Banking and Wealth (RBW) customers, from high-net-worth to mass segments across channels to capture opportunity under different market scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.

We are currently seeking a high caliber professional to join our team as Wealth Sales Journey Manager.

Assist in project planning, developing, and implementing strategic initiatives across the end-to-end wealth sales journey, strengthening process, controls, and governance to improve sales service quality, operational efficiency, and sales compliance

Help define and manage end-to-end sales process requirements (business and functional) for sales suitability and workflows, documentation requirements (disclosures & suitability etc)

Collaborate with different stakeholders to evaluate wealth solutions across wealth distribution channels and identify opportunities for customer journey experience uplift

Maintain and continuously optimize the investment product sales process, translating user needs into requirements and keeping procedures and guidance up to date

Support the implementation of sales controls and coordinate requirements for internal and external audit reviews

Adhere to all relevant Group compliance policies and internal controls, ensuring all process changes follow governance (change approvals, documentation updates, communication, training, and implementation validation)

Requirements

University degree in Business Administration/Finance/Marketing or related disciplines

Minimum 6 years relevant experience, preferably in the banking industry

Knowledge of investment sales journey and financial planning

Passion for change with proven track record of managing complex delivery projects through scrums

Passes in HKSI licensing examinations preferred

Strong self-motivation, detail-minded and has the ability to work independently

Good communication and interpersonal skills

Good command of both written and spoken English and Chinese. Proficiency in Mandarin is beneficial but not essential

Proficiency in PC application software and agile delivery tools such as MS Word, Excel, PowerPoint, JIRA and Confluence

Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer toHong Kong Monetary Authority - Mandatory Reference Checking Scheme.

You’ll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.